HighTower Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
9,724
-1,079
| -10% | -$331K | ﹤0.01% | 1347 |
|
|
2025
Q1 | $3.65M | Sell |
10,803
-384
| -3% | -$130K | 0.01% | 1193 |
|
|
2024
Q4 | $3.5M | Buy |
11,187
+175
| +2% | +$54.8K | ﹤0.01% | 1209 |
|
|
2024
Q3 | $3.25M | Sell |
11,012
-249
| -2% | -$73.4K | ﹤0.01% | 1236 |
|
|
2024
Q2 | $2.96M | Buy |
11,261
+133
| +1% | +$35K | ﹤0.01% | 1246 |
|
|
2024
Q1 | $3.07M | Buy |
11,128
+376
| +3% | +$104K | 0.01% | 1205 |
|
|
2023
Q4 | $2.59M | Buy |
10,752
+338
| +3% | +$81.4K | ﹤0.01% | 1293 |
|
|
2023
Q3 | $2.17M | Buy |
10,414
+488
| +5% | +$102K | ﹤0.01% | 1328 |
|
|
2023
Q2 | $2.33M | Sell |
9,926
-1,734
| -15% | -$407K | ﹤0.01% | 1259 |
|
|
2023
Q1 | $2.7M | Buy |
11,660
+194
| +2% | +$44.8K | 0.01% | 1124 |
|
|
2022
Q4 | $2.79M | Buy |
11,466
+2,331
| +26% | +$568K | 0.01% | 1093 |
|
|
2022
Q3 | $1.83M | Sell |
9,135
-578
| -6% | -$116K | ﹤0.01% | 1281 |
|
|
2022
Q2 | $1.92M | Sell |
9,713
-12,846
| -57% | -$2.54M | 0.01% | 1278 |
|
|
2022
Q1 | $5.29M | Buy |
22,559
+1,554
| +7% | +$364K | 0.01% | 860 |
|
|
2021
Q4 | $4.93M | Buy |
21,005
+8,511
| +68% | +$2M | 0.01% | 907 |
|
|
2021
Q3 | $2.88M | Buy |
12,494
+10,412
| +500% | +$2.4M | 0.01% | 1071 |
|
|
2021
Q2 | $480K | Sell |
2,082
-29,552
| -93% | -$6.81M | ﹤0.01% | 2073 |
|
|
2021
Q1 | $7.2M | Buy |
+31,634
| New | +$7.2M | 0.02% | 603 |
|
|
2020
Q4 | – | Sell |
-27,309
| Closed | -$5.67M | – | 2652 |
|
|
2020
Q3 | $5.67M | Buy |
27,309
+1,597
| +6% | +$332K | 0.03% | 514 |
|
|
2020
Q2 | $5.03M | Buy |
25,712
+113
| +0.4% | +$22.1K | 0.03% | 511 |
|
|
2020
Q1 | $4.34M | Buy |
25,599
+1,355
| +6% | +$230K | 0.03% | 490 |
|
|
2019
Q4 | $4.86M | Sell |
24,244
-164
| -0.7% | -$32.9K | 0.03% | 552 |
|
|
2019
Q3 | $4.71M | Sell |
24,408
-1,743
| -7% | -$336K | 0.03% | 575 |
|
|
2019
Q2 | $5.01M | Buy |
26,151
+408
| +2% | +$78.2K | 0.03% | 540 |
|
|
2019
Q1 | $4.51M | Buy |
25,743
+228
| +0.9% | +$39.9K | 0.03% | 541 |
|
|
2018
Q4 | $3.86M | Buy |
25,515
+525
| +2% | +$79.4K | 0.03% | 537 |
|
|
2018
Q3 | $3.5M | Buy |
24,990
+132
| +0.5% | +$18.5K | 0.03% | 629 |
|
|
2018
Q2 | $3.76M | Buy |
24,858
+855
| +4% | +$129K | 0.03% | 600 |
|
|
2018
Q1 | $3.64M | Buy |
24,003
+1,257
| +6% | +$190K | 0.03% | 581 |
|
|
2017
Q4 | $3.41M | Buy |
22,746
+980
| +5% | +$147K | 0.03% | 628 |
|
|
2017
Q3 | $3.33M | Sell |
21,766
-12,882
| -37% | -$1.97M | 0.03% | 633 |
|
|
2017
Q2 | $5.03M | Sell |
34,648
-539
| -2% | -$78.2K | 0.05% | 458 |
|
|
2017
Q1 | $4.6M | Buy |
35,187
+2,001
| +6% | +$261K | 0.04% | 459 |
|
|
2016
Q4 | $4.04M | Buy |
33,186
+11,029
| +50% | +$1.34M | 0.04% | 455 |
|
|
2016
Q3 | $2.95M | Sell |
22,157
-90
| -0.4% | -$12K | 0.03% | 527 |
|
|
2016
Q2 | $2.76M | Sell |
22,247
-6,707
| -23% | -$833K | 0.03% | 516 |
|
|
2016
Q1 | $3.45M | Buy |
+28,954
| New | +$3.45M | 0.01% | 474 |
|